- Bank of America (Dallas, TX)
- Estate Settlement Officer III Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... other business lines. + Participates in sales calls as needed, offering Estate Settlement expertise. + Coordinates communication with internal support partners… more
- Comerica (Charlotte, NC)
- Trust Advisor III ( Estate Settlement Officer) Comerica's estate settlement unit is team of knowledgeable and experienced professionals, whose goal is to ... make the estate settlement process as seamless as possible for all concerned. As a Trust Advisor III in Estate Settlement , you will be responsible for… more
- Bank of America (Washington, DC)
- Estate Settlement Officer III Washington, District of Columbia;Richmond, Virginia **Job Description:** At Bank of America, we are guided by a common purpose to ... other business lines. * Participates in sales calls as needed, offering Estate Settlement expertise. * Coordinates communication with internal support partners… more
- Edward Jones (St. Louis, MO)
- …private foundations. **What You Will Do:** + Daily management of complex probate and estate settlement trusts in accordance with the language provided in the ... Do you have a strong background in trust and estate management? Do you have a desire to work...Reviewing, understanding, and interpreting language in trusts and other estate planning documents in order to formulate a plan… more
- Comerica (Farmington Hills, MI)
- Estate Analysts Manager Serve as a subject matter expert in the estate settlement and administration, leading and overseeing a team of approximately 13 -- 15 ... estate analysts who are responsible to support estate settlement officers by conducting a variety of functions such as mashalling, valuing and safeguarding… more
- Comerica (Farmington Hills, MI)
- Estate Analyst Senior Comerica's estate settlement unit is a team of knowledgeable and experienced professionals, whose goal is to make the estate ... Estate Analyst Senior role will be responsible for assisting our estate settlement officers in the administration of estate related administrative… more
- Anywhere Real Estate (Mount Laurel, NJ)
- …who will be responsible for managing the final steps required to finalize a real estate settlement . The post closer will be responsible for ensuring all monies ... Title, LLC** **Job Description** REALtech Title, LLC is a full-service title and settlement company located in Mt. Laurel, NJ. We are currently looking for **Post… more
- Anywhere Real Estate (Boise, ID)
- … settlement services, including Department of Insurance regulations/guidelines and Real Estate Settlement Procedure Act (RESPA) in accordance with State law. ... and legendary service delivers confidence and peace of mind to real estate professionals and consumers throughout the Northwest. We are committed to impacting… more
- Anywhere Real Estate (Coeur D Alene, ID)
- … settlement services, including Department of Insurance regulations/guidelines and Real Estate Settlement Procedure Act (RESPA) in accordance with State law. ... and legendary service delivers confidence and peace of mind to real estate professionals and consumers throughout the Northwest. We are committed to impacting… more
- Anywhere Real Estate (San Jose, CA)
- …timelines in a dynamic marketing and sales environment. + Experience in the real estate or title and settlement industries is strongly preferred. + Bachelor's ... awareness, understanding and engagement among targeted segments of real estate agents. Ensure that sales teams have access to...Services is a driving force in the title and settlement services industry. Anywhere Integrated Services is national in… more
- Chartway Federal Credit Union (Virginia Beach, VA)
- …+ Monitor MLO and HLA compliance with pertinent regulations such as NMLS, Real Estate Settlement and Procedures Act, Truth in Lending, Fair Lending, Home ... of RESPA and all related laws applicable to real estate lending. This position reports to the SVP of...lending. This position reports to the SVP of Real Estate Lending. Responsible and Accountable: + Implements, manages, and… more
- NBT Bank (Lakeville, CT)
- …relates to the administration of assigned accounts. + 10% Effective and efficient Estate Settlement . Administers complex and high profile estate ... subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for...New York Bankers Trust Schools to include coursework in estate administration, trust administration, and taxation + Previous experience… more
- Bank of America (Boston, MA)
- …law, estate and gift taxes, planning for incapacity, probate and estate settlement , split interest trusts and charitable giving, fiduciary duties, accounting ... U/HNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning… more
- Robert Half Legal (Roseland, NJ)
- …advisors. + Collaborating with attorneys and other paralegals during all states of estate settlement and trust administration. + Preparing materials for client ... its growing practice. Candidates must have the ability to manage the estate administration process from beginning to end for multiple estates. Additionally,… more
- Wellington (Boston, MA)
- …supporting all operational activities within the private credit and real estate deal execution/ settlement process, and lifecycle management (coupon/principal/fee ... technology to develop and integrate private credit and real estate data & workflows into the newly designed private...for someone with experience supporting private credit and real estate strategies across a broad range of operational functions… more
- Banc of California (Santa Ana, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... including, but not limited to asset-based lending, term loans, and commercial real estate loans. * Performs independent credit analysis and risk assessment of new… more
- US Bank (Lisle, IL)
- …of National Trust School Program Preferred Skills/Experience - Advanced knowledge of estate settlement , income, estate and multi-generational taxation and ... trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements - Basic project and information management skills - Ability to identify and resolve… more
- US Bank (Fargo, ND)
- …of National Trust School Program Preferred Skills/Experience - Advanced knowledge of estate settlement , income, estate and multi-generational taxation and ... trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements - Basic project and information management skills - Ability to identify and resolve… more
- US Bank (Milwaukee, WI)
- …considered towards years of experience Preferred Skills/Experience - Thorough knowledge of estate settlement , income, estate and multi-generational taxation ... and trusts - Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements - Ability to identify and resolve complex problems with minimal guidance -… more
- M&T Bank (Buffalo, NY)
- …federal laws and regulations such as the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), Fair Debt Collection Practices Act (FDCPA), ... guidelines + Have familiarity with title reports, recording requirements, and real estate transfer matters + Provide legal advice to M&T's Residential Mortgage… more
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